HOLT GRADY DOUGLAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOLT GRADY DOUGLAS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FINANCIAL SYMMETRY INCORPORATED | PRINCIPAL | RALEIGH, NC |
| — | Form ADV | CAULDWELL FINANCIAL GROUP INC | CHIEF COMPLIANCE OFFICER | WEST DES MOINES, IA |